linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ronald Jay Fishman

Pasi Investments, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ronald? Claim Your Profile

About Ronald Jay Fishman

Ronald Jay Fishman is a registered investment advisor representative of Pasi Investments, LLC. Ronald has been in the industry since 1986. Ronald is licensed in Connecticut, Massachusetts and Texas. Pasi Investments, LLC is an investment advisory firm based in Farmington, Connecticut. The firm provides investment advisory services to individuals and businesses. Pasi Investments, LLC specializes in portfolio management, retirement planning, and investment management.

Firm Information

Ronald Fishman is currently registered with Pasi Investments, LLC. Pasi Investments, LLC is an investment advisor registered with the SEC and located in FARMINGTON, CT. The firm has 1 licensed agent and 4 investment adviser representatives. Pasi Investments, LLC manages approximately $503,293,741 in assets for 734 accounts. Their clients include high-net-worth individuals, pension and profit-sharing plans, individuals other than high-net-worth, and state or municipal government entities. They offer portfolio management services for businesses and individuals, as well as pension consulting.
Pasi Investments, LLC

10 TALCOTT NOTCH ROAD

FARMINGTON, CT 06032

$503.29M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ronald Fishman’s Registration & Firm History

CT

11/05/2019 - Present

Pasi Investments, LLC (FARMINGTON CT)

NA

11/20/1992 - 04/13/1994

L & M SECURITIES COMPANY

NA

01/06/1987 - 03/19/1988

FIDELITY BROKERAGE SERVICES, INC.

NA

09/09/1986 - 12/10/1986

FIDELITY DISTRIBUTORS CORPORATION

Not sure if Ronald Jay Fishman is right for you?

Licenses & Designations

IA

Issued 12/30/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/11/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/28/1992

Series 7 - General Securities Representative Examination

BC

Issued 09/08/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ronald Jay Fishman.
Not sure if Ronald Jay Fishman is right for you?